Cannivet / Teufel Fisher Investments on Consumer Staples

1. Auflage 2009
ISBN: 978-0-470-49813-2
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 240 Seiten, E-Book

Reihe: Fisher Investments Press

The third installment of the Fisher Investments On series isa comprehensive guide to the Consumer Staples industry--whichincludes companies that manufacture and sell food and beverages,tobacco, prescription drugs, and household products, to name a few.
This reliable resource provides you with the tools to help youunderstand and analyze opportunities within today's global ConsumerStaples sector. With this book as your guide, you can quicklybecome familiar with how the Consumer Staples sector is segmentedby industries, their respective macroeconomic drivers, and thechallenges facing companies in this sector. Additionally, there arechapters dedicated to explaining many of the unique aspects ofConsumer Staples products in emerging markets and security analysistechniques focused on Consumer Staples firms.
You don't have to be a professional to learn to better invest inthe Consumer Staples sector--but you do need to be prepared.Fisher Investments on Consumer Staples can help get you upto speed in this area and help you make better decisions throughany market conditions.
For more information visit www.consumerstaples.fisherinvestments.com

Autoren/Hrsg.

Cannivet, Michael

Teufel, Andrew

Inhaltsverzeichnis

Foreword.
Preface.
Acknowledgments.
Part 1: Getting Started in Consumer Staples.
Chapter 1: Consumer Staples Basics.
Overview.
Consumer Staples, Meet Your Distant Cousin--ConsumerDiscretionary.
An Introduction to the Business Cycle's Winds of Change.
Boring Can Be Beautiful.
Chapter 2: History of Consumerism in America.
Colonial America and Consumerism.
Mass Production in the Late 19th Century.
The Roaring Twenties and the Consumer Economy (1921-1929).
Mass Marketing & the Modern Day Consumer ProductsIndustry.
The Modern Landscape and What to Expect In the Future.
Chapter 3: Consumer Staples Sector Drivers.
Economic Drivers.
Political Drivers.
Sentiment Drivers.
Part 2: Next Steps: Consumer Staples Details.
Chapter 4: Consumer Staples Sector Breakdown.
Global Industry Classification Standard (GICS).
Global Consumer Staples Benchmarks.
Food, Beverage & Tobacco.
Household & Personal Products.
Food & Staples Retailers.
Chapter 5: Challenges in the Consumer Staples Sector.
Challenge #1--Growing in Mature Industries.
Challenge #2--Dealing With Volatile Input Costs.
Chapter 6: Consumer Staples in Emerging Markets.
Opportunity Knocks.
Emerging Markets and Consumer Products.
Investment Idiosyncrasies.
Part 3: Thinking Like a Portfolio Manager.
Chapter 7: The Top Down Method.
Investing is a Science
the Top-Down Method
Top-Down Deconstructed
Managing Against a Consumer Staples Benchmark
Chapter 8: Security Analysis.
Make Your Selection.
A Five-Step Process.
Important Questions to Ask.
Chapter 9: Consumerize Your Portfolio - InvestingStrategies.
Strategy #1: Playing the Market Cycle.
Strategy #2 - Playing Style Shifts.
Strategy #3 - Develop New Categorizations.
Implementing Your Strategy.
Appendix: Consumer Staples Sector Resources.
Notes.
Glossary.
About the Authors.
Index.

Über Autor(innen)

MICHAEL CANNIVET is a Consumer Staples Research Analyst at Fisher Investments. He is also a contributing columnist for MarketMinder.com. Michael is a graduate of Georgetown University. Originally from Chicago, he currently resides in the Bay Area with his wife, Jennifer.
ANDREW S. TEUFEL has been with Fisher Investments since 1995 where he currently serves as a Co-President and the Director of Research. Prior to joining Fisher Investments, he worked at Bear Stearns as a corporate finance analyst in its Global Technology Group. Andrew also instructs at many seminars and educational workshops throughout the United States and United Kingdom, and lectures at the Haas School of Business at UC Berkeley. He is also the Editor in Chief of MarketMinder.com. Andrew is a graduate of UC Berkeley.